Creative Planning

In recent decades, there’s been a lot of academic research on the topic of happiness — and the resulting insights can benefit us all. @PeterMallouk and @ClementsMoney share these insights and more as they discuss the keys to a happier life. creativeplanning.com/podcast/keys-h…

Understanding the legacy you hope to leave for future generations and the values you align with most will help guide your legacy planning. If you value higher education, you might consider establishing a trust with a predetermined financial payout for graduating college or…

We're excited to spotlight our Creative Planning team members featured on Barron's 2025 Top Women Financial Advisors list! Barron’s Top 100 Women Financial Advisors is awarded each July, based on data from a 12-month period through March 31.

The Week in Charts is live. This week @charliebilello dives into the latest inflation report, Nvidia vs. the entire Russell 2000, Netflix’s pricing power, how tariff developments are impacting market sentiment, and more key insights. youtu.be/lzCnALR3hXs

We're excited to announce the acquisition of Mosaic Pacific Investment Advisors, a successful RIA based in Honolulu, Hawaii. Please join us in welcoming this talented team!

This week's episode of The Week in Charts with @charliebilello examines the tax consequences of the One Big Beautiful Bill, the current state of the national deficit, recent projections from the Social Security Administration and more. youtu.be/3urqLBvaSpM?si…

Retirement can bring both excitement and anxiety, particularly over concerns about whether your savings will last a lifetime. If you've identified a shortfall, you have options. Kim Riewerts discusses a strategy to help bridge the gap between your needs and your savings.

Private market investments offer compelling benefits for ultra-high-net-worth investors. This resource offers a balanced perspective on when these trade-offs make sense for families building multi-generational wealth. bit.ly/3IrTKQI

Our latest Periodic Table of Style Rotation reveals the ever-shifting patterns of market performance. These fluctuations remind us why successful investing isn't about picking winners but rather spreading risk across multiple asset classes to capture opportunities while managing…

On the recent The Week in Charts, @charliebilello explores recent S&P market volatility, how a rising tide lifts all boats, and what tends to happen after the markets reach an all-time high. youtu.be/nsyz-dtprnw

An important aspect of family legacy planning is effective communication. Successful generational wealth transfers depend on communication to help clarify intentions, values and expectations. These nine tips can help you facilitate family discussions about wealth transfer.

After more than 30 market pullbacks in 15 years, the disciplined investor's playbook remains unchanged. CIO Jamie Battmer provides his latest market commentary, including a recap of Q2 and 5 cardinal rules worth revisiting after recent volatility: bit.ly/4nxt4xR

The One Big Beautiful Bill Act brings significant changes to tax law, estate planning and investment strategies. In We break down what these legislative updates could mean for your financial plan and how to navigate the new landscape effectively. bit.ly/3IadHLE

"There Is No Impossible in Markets," the most recent episode of The Week in Charts with @charliebilello, breaks down this week's important market data, including the new high for the S&P 500, intensifying Fed rate cut signals and an important jobs market indicator to watch.…

We’re honored to receive the Ingram's Best of Business Award for wealth management! Awarded annually, based on votes cast by Ingram’s Magazine readers.

Peter and Charlie discuss why severe market drops often lead to equally dramatic rebounds once the crisis passes.

Amid a longer life expectancy and increased time in the workforce, today’s retirees have a considerably different view of retirement than that of past generations. creativeplanning.com/insights/finan…